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OPUS FINANCIAL SOLUTIONS LLC

DOWNERS GROVE, IL · CRD 282311 · IAPD ↗ · 331-777-5449

$150.8MRegulatory AUM
2Advisory reps
2Employees
21Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2024 — OPUS FINANCIAL SOLUTIONS LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — OPUS FINANCIAL SOLUTIONS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.